Keystone Wealth Management

CONNECT

Address:

999 Home Plaza, Suite 100-G
Waterloo, IA 50701

Phone:

(319)883-3096

Fax/Other:

(888)369-7483

Electronic Statements/Online Account Access Signup

In order to receive your Pershing statements, trade confirmations, notifications, etc. electronically, please follow the instructions in the video below:

 

 

In addition, you can track the progress of your investments accounts through Albridge Wealth Reporting.  This robust system is updated daily and allows you to monitor your holdings, performance, asset allocation, transactions and a number of other points of data for your account.  This is the same system I use to monitor client accounts and have found it to be extremely helpful.  In order to sign up for online access, please follow the following instructions:

  1. Go to: https://www3.mainaccount.com/ca/
  2. On the Albridge Wealth Reporting page, click the yellow “Registration” button in the center of the page.
  3. On the top line, enter your social security number.  On the second line, use “Ferrari” as the temporary password.  Please click “Next”.
  4. After reading through the user agreement on the following page, please click “I Agree” at the bottom of the page.
  5. On the next page please enter the User ID and Password you would like to use to access your accounts online.  You will also need to enter some additional information like your address, email address, etc.  Once everything is filled out, please click “Submit” at the bottom of the page.
  6. After you have done this, I will receive an email notifying me that you have signed up for online account access.  Once I approve you (usually done the same business day), your access will be active. 
  7. Once your access has been activated, please go to: https://www3.mainaccount.com/ca/
  8. In order to view your account.  You will then use the User ID and Password you created during the registration process to gain access.  
  9. You can also access your Albridge account under the About Us, Featured Links section of this website.